Program Manager, Digital Customer Success

Clio is the global leader in legal AI technology, empowering legal professionals and law firms of every size to work smarter, faster, and more securely.

We are seeking a Program Manager, Digital Customer Success to own the execution and evolution of Clio’s digital customer success strategy. Working closely with customer success leadership, operations, and cross-functional partners, you will design and run retention and adoption programs that scale across a high-volume SMB base through personalized digital touchpoints, automation, and 1:many resources. Success in this role is measured by churn reduction, NRR impact, and the measurable customer value you create through increased product adoption.

The Scaled Customer Success Program sits within Clio’s Customer Success organization and is responsible for the scaled programs, digital journeys, and automated interventions that help a large and diverse customer base thrive across Clio’s growing product suite. We work at the intersection of customer success, marketing, product, and data science, creating proactive experiences that drive retention, expansion, and customer value at scale.

Program Execution & Development:
Manage day-to-day execution of digital customer success programs including journey configuration, trigger logic, segmentation, and reporting.

Process Improvement:
Document and maintain playbooks and program governance frameworks. Identify and implement AI-assisted workflows that automate and streamline operations, freeing the team for higher-impact work.

Program Enablement:
Build and maintain internal resources that keep the broader customer success organization informed on program priorities, upcoming launches, and performance.

Data & Program Insights:
Own reporting of program performance including engagement metrics, churn indicators, adoption trends, and NRR impact. Gather and synthesize feedback from AMs and CSMs to inform program iteration.

Content & 1:

Many Programs:
Partner with Marketing and Customer Education to align content across email, in-app messaging, and educational resources. Orchestrate 1:many programs that drive engagement and product adoption at scale.

You're organized and operate with a high level of ownership and agency. You bring structure to complex problems and can turn direction into action. You're genuinely excited about AI as a practical tool you reach for every day to eliminate manual work, generate insights faster, and build smarter programs.

Break complex initiatives into clear, manageable plans

Work comfortably with data and translate findings into next steps

Look for every opportunity to automate and accelerate work using AI

Communicate clearly and manage cross-functional relationships with ease

Adapt when priorities shift without losing momentum

2–4 years of experience in program management, customer success, revenue operations, or a scaled/digital CS model

Hands-on experience with customer success or marketing automation platforms such as Churn Zero, Gainsight, Totango, or similar

Demonstrated ability to manage multiple concurrent work streams with strong attention to detail and consistent follow-through

Experience building and maintaining playbooks, process documentation, or operational SOPs

Comfort working with data: pulling reports, building dashboards, and summarizing metrics for stakeholders

Strong written and verbal communication skills with a bias toward proactive, clear communication

A genuine interest in AI tools and how they can improve workflows and scale programs more effectively

Familiarity with the legal technology sector

Background in customer lifecycle marketing, email automation, or in-app engagement

Exposure to customer health scoring frameworks or adoption metrics

Clio is the global leader in legal AI technology, empowering legal professionals and law firms of every size to work smarter, faster, and more securely.

We are transforming the legal experience for all by bettering the lives of legal professionals while increasing access to justice .

We are…